Banc One Investment Advisors
Banc One Investment Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Banc One Investment Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Banc One Investment Advisors Salaries. You can even request information on how much does Banc One Investment Advisors pay if you want to. Learn about salaries, pros and cons of working for Banc One Investment Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
46 Banc One Investment Advisors employees in database. Find out everything there's to know about Banc One Investment Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Banc One Investment Advisors Employees
Employee
Years
Job
Industry
Paul T. Rubens Paul T. Rubens's Banc One Investment Advisors Experience July 2002 - February 2004
Job Founder at Tamarack Research and Venture Partners LLC; COO, Decker & Co.
Industry Investment Management
Experience
Tamarack Research and Venture Partners LLC August 2014 - Present
Decker & Co May 2015 - Present
Franklin Templeton Investments July 2010 - June 2014
Blackhorse Asset Management Pte. Ltd February 2004 - July 2010
Banc One Investment Advisors July 2002 - February 2004
Far Eastern Alliance Asset Management March 2000 - June 2002
Citigroup Asset Management July 1997 - February 2000
Alliance Capital Management 1991 - 1995
China Securities Investment Trust Corporation July 1988 - February 1990
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Investments, Investment Strategies, Private Equity, Due Diligence, Fixed Income, Asset Allocation, Investment Banking, Valuation, Investment Management, Venture Capital, Financial Modeling, Wealth Management, Trading, Derivatives, Asset Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Strategy, Finance, Management, Business Development, Risk Management, Financial Markets
Education
University of Southern California - Marshall School of Business 1995 — 1996
MBA, IBEAR Program, Int'l Business
Santa Clara University 1980 — 1984
Bachelor of Arts (BA), English/Writing
San Carlos High School 1976 — 1980
High School
Tamarack Research and Venture Partners LLC August 2014 - Present
Decker & Co May 2015 - Present
Franklin Templeton Investments July 2010 - June 2014
Blackhorse Asset Management Pte. Ltd February 2004 - July 2010
Banc One Investment Advisors July 2002 - February 2004
Far Eastern Alliance Asset Management March 2000 - June 2002
Citigroup Asset Management July 1997 - February 2000
Alliance Capital Management 1991 - 1995
China Securities Investment Trust Corporation July 1988 - February 1990
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Portfolio Management, Emerging Markets, Investments, Investment Strategies, Private Equity, Due Diligence, Fixed Income, Asset Allocation, Investment Banking, Valuation, Investment Management, Venture Capital, Financial Modeling, Wealth Management, Trading, Derivatives, Asset Management, Capital Markets, Mutual Funds, Mergers & Acquisitions, Strategy, Finance, Management, Business Development, Risk Management, Financial Markets
Education
University of Southern California - Marshall School of Business 1995 — 1996
MBA, IBEAR Program, Int'l Business
Santa Clara University 1980 — 1984
Bachelor of Arts (BA), English/Writing
San Carlos High School 1976 — 1980
High School
Sorrentino Pete Sorrentino Pete's Banc One Investment Advisors Experience May 1987 - January 1995
Job SVP at Huntington National Bank
Industry Investment Management
Experience
Huntington National Bank October 2006 - Present
Bartlett & Co. March 1998 - July 2006
Star Bank January 1995 - April 1998
Banc One Investment Advisors May 1987 - January 1995
Skills
Chartered Financial..., Portfolio Management, Investments, Fixed Income, Management, Financial Analysis, Mutual Funds, Asset Management, Leadership
Education
University of Cincinnati College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Huntington National Bank October 2006 - Present
Bartlett & Co. March 1998 - July 2006
Star Bank January 1995 - April 1998
Banc One Investment Advisors May 1987 - January 1995
Skills
Chartered Financial..., Portfolio Management, Investments, Fixed Income, Management, Financial Analysis, Mutual Funds, Asset Management, Leadership
Education
University of Cincinnati College of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Barbara Browning Barbara Browning's Banc One Investment Advisors Experience February 2000 - September 2002
Job Senior Portfolio Manager at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. September 2005 - Present
National City Bank November 2002 - September 2005
Banc One Investment Advisors February 2000 - September 2002
STRS Ohio September 1991 - February 2000
Department of Treasury 1990 - 1991
Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Asset Managment
Education
The Ohio State University 1985 — 1990
B.A, Economics
RBC Global Asset Management (U.S.) Inc. September 2005 - Present
National City Bank November 2002 - September 2005
Banc One Investment Advisors February 2000 - September 2002
STRS Ohio September 1991 - February 2000
Department of Treasury 1990 - 1991
Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Asset Managment
Education
The Ohio State University 1985 — 1990
B.A, Economics
Charlie Goldsmith's Banc One Investment Advisors Experience 1997 - 2002
Job Fundraising | Major Gifts | Team Leadership | Business Development | Fundraising Strategy
Industry Nonprofit Organization Management
Experience
Haverford College 2011 - Present
Development Solutions, Ltd. 2009 - 2014
The PKD Foundation 2006 - 2010
Rocky Mountain PBS 2004 - 2005
Banc One Investment Advisors 1997 - 2002
Skills
Fundraising, Business Development, Nonprofits, Planned Giving, Strategy, Non-profits, Philanthropy, Leadership, Stewardship, Budgets, CRM, Sales Leadership..., Major Donor Cultivation, Donor Acquisition
Education
Kansas State University
M.S.
University of Northern Colorado
B.A.
Haverford College 2011 - Present
Development Solutions, Ltd. 2009 - 2014
The PKD Foundation 2006 - 2010
Rocky Mountain PBS 2004 - 2005
Banc One Investment Advisors 1997 - 2002
Skills
Fundraising, Business Development, Nonprofits, Planned Giving, Strategy, Non-profits, Philanthropy, Leadership, Stewardship, Budgets, CRM, Sales Leadership..., Major Donor Cultivation, Donor Acquisition
Education
Kansas State University
M.S.
University of Northern Colorado
B.A.
J. Phil Oelze, Jr., CFA J. Phil Oelze, Jr., CFA's Banc One Investment Advisors Experience January 1995 - April 1997
Job Financial Advisor, Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo's Alternative Strategies Brokerage Services, Inc. May 2010 - April 2014
Oelzen Capital LLC July 2009 - May 2010
Hall Capital Partners LLC July 2008 - June 2009
Citi September 2006 - March 2008
Avera Global Partners, LP October 2001 - June 2006
Wells Fargo - Private Client Services January 2000 - September 2001
Cadinha & Co. Investment Counsel April 1997 - January 2000
Banc One Investment Advisors January 1995 - April 1997
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Investments, Private Equity, Fund Of Funds, Business Development, Strategy, Finance, Prime Brokerage, Hedging
Education
CFA - Institute of Chartered Financial Analysts 1994 — 1996
CFA, Chartered Financial Analyst
CMT - Market Technicians Association 2001 — 2003
CMT, Technical Analysis
University of Arizona 1982 — 1986
BA, Economics, Software Engineering
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo's Alternative Strategies Brokerage Services, Inc. May 2010 - April 2014
Oelzen Capital LLC July 2009 - May 2010
Hall Capital Partners LLC July 2008 - June 2009
Citi September 2006 - March 2008
Avera Global Partners, LP October 2001 - June 2006
Wells Fargo - Private Client Services January 2000 - September 2001
Cadinha & Co. Investment Counsel April 1997 - January 2000
Banc One Investment Advisors January 1995 - April 1997
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Investments, Private Equity, Fund Of Funds, Business Development, Strategy, Finance, Prime Brokerage, Hedging
Education
CFA - Institute of Chartered Financial Analysts 1994 — 1996
CFA, Chartered Financial Analyst
CMT - Market Technicians Association 2001 — 2003
CMT, Technical Analysis
University of Arizona 1982 — 1986
BA, Economics, Software Engineering
Duane Edward O'Neal Duane Edward O'Neal's Banc One Investment Advisors Experience May 1996 - May 2000
Job Student. Mentor. Volunteer.
Industry Research
Experience
Caterpillar Inc. June 2014 - August 2014
JP Morgan Chase September 2003 - January 2008
Edward Jones September 2002 - September 2003
PrimeVest Financial Services June 2000 - September 2002
Banc One Investment Advisors May 1996 - May 2000
Edward Jones July 1993 - July 1995
United States Marine Corps August 1983 - November 1992
Skills
Insurance, Investments, Access, Retirement Planning, Public Speaking, Banking, Networking, Team Building, Employee Benefits, Team Leadership, Military Training, Real Estate, Personal Development, Customer Service, Research, Portfolio Management, Wealth Management, Equities, Network Marketing, Investment Advisory, Military Experience, Personal Effectiveness, Seven Habits of Highly..., Conflict Resolution, Writing, Bi-lingual, Fundraising, Multilingual, Sales, Leadership, Training, Leadership Development, Microsoft Office
Education
Columbia College
Bachelor’s Degree
Ivy Tech Community College
Associate’s Degree
Ivy Tech Community College
Certificate
Caterpillar Inc. June 2014 - August 2014
JP Morgan Chase September 2003 - January 2008
Edward Jones September 2002 - September 2003
PrimeVest Financial Services June 2000 - September 2002
Banc One Investment Advisors May 1996 - May 2000
Edward Jones July 1993 - July 1995
United States Marine Corps August 1983 - November 1992
Skills
Insurance, Investments, Access, Retirement Planning, Public Speaking, Banking, Networking, Team Building, Employee Benefits, Team Leadership, Military Training, Real Estate, Personal Development, Customer Service, Research, Portfolio Management, Wealth Management, Equities, Network Marketing, Investment Advisory, Military Experience, Personal Effectiveness, Seven Habits of Highly..., Conflict Resolution, Writing, Bi-lingual, Fundraising, Multilingual, Sales, Leadership, Training, Leadership Development, Microsoft Office
Education
Columbia College
Bachelor’s Degree
Ivy Tech Community College
Associate’s Degree
Ivy Tech Community College
Certificate
Sue Ellen Arnold Sue Ellen Arnold's Banc One Investment Advisors Experience June 1999 - February 2005
Job Administrative Secretary at Olentangy Schools
Industry Financial Services
Experience
Olentangy Schools December 2014 - Present
Olentangy School District February 2005 - Present
Banc One Investment Advisors June 1999 - February 2005
Banc One Investment Advisors January 1992 - June 1999
Education
Bowling Green State University
Associate, Applied Business
Olentangy Schools December 2014 - Present
Olentangy School District February 2005 - Present
Banc One Investment Advisors June 1999 - February 2005
Banc One Investment Advisors January 1992 - June 1999
Education
Bowling Green State University
Associate, Applied Business
Bill Hochmuth Bill Hochmuth's Banc One Investment Advisors Experience January 1992 - January 1997
Job Director Private Placements at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 2013 - Present
Thrivent Financial July 2004 - June 2013
UBS Global Asset Management January 2000 - June 2004
Lincoln Investment Management, Inc. 1997 - 2000
Banc One Investment Advisors January 1992 - January 1997
Skills
Credit, Fixed Income, Bloomberg, Financial Modeling, Investments, Financial Analysis, Bonds, Research, Excel, Credit Analysis, Leadership, Portfolio Management, Microsoft Excel, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Fixed Income Analysis
Education
Case Western Reserve University - Weatherhead School of Management 1990 — 1992
MBA, Finance
Augustana College 1984 — 1988
BA, Business Administration
Thrivent Financial June 2013 - Present
Thrivent Financial July 2004 - June 2013
UBS Global Asset Management January 2000 - June 2004
Lincoln Investment Management, Inc. 1997 - 2000
Banc One Investment Advisors January 1992 - January 1997
Skills
Credit, Fixed Income, Bloomberg, Financial Modeling, Investments, Financial Analysis, Bonds, Research, Excel, Credit Analysis, Leadership, Portfolio Management, Microsoft Excel, Asset Allocation, Investment Strategies, Asset Management, Capital Markets, Fixed Income Analysis
Education
Case Western Reserve University - Weatherhead School of Management 1990 — 1992
MBA, Finance
Augustana College 1984 — 1988
BA, Business Administration
Tom Wilson, CFA Tom Wilson, CFA's Banc One Investment Advisors Experience January 1999 - May 2000
Job Director Investment Banking
Industry Investment Banking
Experience
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
Hovde Group March 2015 - Present
Key Private Bank July 2013 - December 2014
PNC Wealth Management July 2011 - July 2013
Financial Performance Partners August 2009 - July 2011
Keefe, Bruyette & Woods May 2000 - March 2009
Banc One Investment Advisors January 1999 - May 2000
Huntington National Bank 1995 - 1997
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance, Business Process..., Investment Banking, Management Consulting, Corporate Finance, Investments, Strategic Consulting, Asset Management, Financial Modeling, Business Development, Private Equity, Investment Management, FINRA, Business Optimization, FINRA Series 7 & 66, Financial Analysis, Financial Services, Banking, Capital Markets, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1991
BSBA, Finance
Wadsworth Senior High School 1982 — 1986
Michelle Badgett Michelle Badgett's Banc One Investment Advisors Experience January 1997 - April 2003
Job Vice President, Print & Production Managment / JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Asset Management March 2008 - Present
JPMorgan Asset Management March 2006 - March 2008
Banc One Investment Advisors January 1997 - April 2003
Columbus State Community College September 1996 - March 1999
Banc One Corporation August 1995 - January 1997
Banc One Corporation April 1994 - August 1995
Bank One March 1990 - April 1994
Skills
Production, Print Production, Vendor Management, Direct Mail, Excel, Budget Management, Marketing, Account Management, Management, Editing, Microsoft Excel, Financial Services, Marketing Strategy, Mutual Funds, Marketing Communications, Direct Marketing
Education
Otterbein University
Bachelors, Business / Organizational Communication
Otterbein University 1989 — 1994
BS, Business / Communications
Columbus State Community College
Associate of Science, Paralegal
JPMorgan Asset Management March 2008 - Present
JPMorgan Asset Management March 2006 - March 2008
Banc One Investment Advisors January 1997 - April 2003
Columbus State Community College September 1996 - March 1999
Banc One Corporation August 1995 - January 1997
Banc One Corporation April 1994 - August 1995
Bank One March 1990 - April 1994
Skills
Production, Print Production, Vendor Management, Direct Mail, Excel, Budget Management, Marketing, Account Management, Management, Editing, Microsoft Excel, Financial Services, Marketing Strategy, Mutual Funds, Marketing Communications, Direct Marketing
Education
Otterbein University
Bachelors, Business / Organizational Communication
Otterbein University 1989 — 1994
BS, Business / Communications
Columbus State Community College
Associate of Science, Paralegal
Christine Coyne-Turner Christine Coyne-Turner's Banc One Investment Advisors Experience 1994 - 2001
Job Merchandise Planning Manager, Cacique
Industry Retail
Experience
Ascena/Lane Bryant October 2013 - Present
Lane Bryant Inc April 2001 - September 2013
Banc One Investment Advisors 1994 - 2001
Education
Miami University 1989 — 1993
BSBA, Accountancy
Ascena/Lane Bryant October 2013 - Present
Lane Bryant Inc April 2001 - September 2013
Banc One Investment Advisors 1994 - 2001
Education
Miami University 1989 — 1993
BSBA, Accountancy
Joe Caticchio, CFA Joe Caticchio, CFA's Banc One Investment Advisors Experience 1993 - 1995
Job Director of Marketing and Client Service at Piermont Capital Management
Industry Investment Management
Experience
Piermont Capital Management April 2011 - Present
Ashfield Capital Partners, LLC 2008 - 2011
ULLICO 2005 - 2007
Harris Investment Management 1999 - 2005
Investment Advisors, Inc. 1995 - 1999
Banc One Investment Advisors 1993 - 1995
Hewitt Associates 1989 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Minnesota Duluth 1980 — 1985
BBA, Finance, Economics, Marketing
Wayzata High School 1977 — 1980
Piermont Capital Management April 2011 - Present
Ashfield Capital Partners, LLC 2008 - 2011
ULLICO 2005 - 2007
Harris Investment Management 1999 - 2005
Investment Advisors, Inc. 1995 - 1999
Banc One Investment Advisors 1993 - 1995
Hewitt Associates 1989 - 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1992 — 1995
MBA, Finance
University of Minnesota Duluth 1980 — 1985
BBA, Finance, Economics, Marketing
Wayzata High School 1977 — 1980
Christopher Hoste Christopher Hoste's Banc One Investment Advisors Experience November 1998 - June 2000
Job Managing Director & Senior Investment Advisor at The PrivateBank
Industry Financial Services
Experience
The PrivateBank 2000 - Present
Banc One Investment Advisors November 1998 - June 2000
Bank One 1998 - 2000
Skills
Portfolio Management, Investments, Asset Managment, Asset Allocation, Wealth Management, Credit Analysis, Due Diligence, Strategic Financial..., Asset Management, Management, Banking, Credit, Loans, Finance, Financial Modeling, Commercial Lending, Risk Management, Credit Risk, Commercial Banking
Education
Northwestern University - Kellogg School of Management 2002 — 2005
Finance & Economics, Finance & Economics
Michigan State University 1993 — 1997
Finance, Finance, Accounting & Economics
The PrivateBank 2000 - Present
Banc One Investment Advisors November 1998 - June 2000
Bank One 1998 - 2000
Skills
Portfolio Management, Investments, Asset Managment, Asset Allocation, Wealth Management, Credit Analysis, Due Diligence, Strategic Financial..., Asset Management, Management, Banking, Credit, Loans, Finance, Financial Modeling, Commercial Lending, Risk Management, Credit Risk, Commercial Banking
Education
Northwestern University - Kellogg School of Management 2002 — 2005
Finance & Economics, Finance & Economics
Michigan State University 1993 — 1997
Finance, Finance, Accounting & Economics
Bob Ziegler Bob Ziegler's Banc One Investment Advisors Experience January 1994 - January 2004
Job Consultant at Alliance Pension Consultants, LLC
Industry Financial Services
Experience
Alliance Pension Consultants, LLC March 2006 - Present
J.P. Morgan Asset Management January 2004 - August 2005
Banc One Investment Advisors January 1994 - January 2004
Skills
401k, Pension Administration, Retirement Planning, Pensions, AIF, CEBS, Defined Benefit, Defined Contribution, Plan Design, Fiduciary, ERISA, Mutual Funds, Retirement Plan..., Business Planning
Education
Northern Illinois University
Bachelor of Science, Finance
Alliance Pension Consultants, LLC March 2006 - Present
J.P. Morgan Asset Management January 2004 - August 2005
Banc One Investment Advisors January 1994 - January 2004
Skills
401k, Pension Administration, Retirement Planning, Pensions, AIF, CEBS, Defined Benefit, Defined Contribution, Plan Design, Fiduciary, ERISA, Mutual Funds, Retirement Plan..., Business Planning
Education
Northern Illinois University
Bachelor of Science, Finance
Melanie Skijus's Banc One Investment Advisors Experience April 1996 - June 1999
Job Director, Investor Relations at Heritage Property & Casualty Insurance
Industry Financial Services
Experience
Heritage Property & Casualty Insurance June 2015 - Present
Intercontinental Exchange, Inc. August 2010 - February 2015
Jabil August 2005 - July 2010
Eagle Asset Management July 1999 - July 2005
Banc One Investment Advisors April 1996 - June 1999
Skills
Investor Relations, Financial Modeling, Valuation, Mergers & Acquisitions, Equities, Corporate Finance, Financial Analysis, Financial Markets, Bloomberg, Investments, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Corporate Communications
Education
The Ohio State University 1991 — 1996
BS, Finance
Heritage Property & Casualty Insurance June 2015 - Present
Intercontinental Exchange, Inc. August 2010 - February 2015
Jabil August 2005 - July 2010
Eagle Asset Management July 1999 - July 2005
Banc One Investment Advisors April 1996 - June 1999
Skills
Investor Relations, Financial Modeling, Valuation, Mergers & Acquisitions, Equities, Corporate Finance, Financial Analysis, Financial Markets, Bloomberg, Investments, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Corporate Communications
Education
The Ohio State University 1991 — 1996
BS, Finance
Les Fox, CFA® Les Fox, CFA®'s Banc One Investment Advisors Experience May 1984 - October 1997
Job Managing Director Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 1997 - Present
Banc One Investment Advisors May 1984 - October 1997
Education
Northwestern University 1973 — 1978
Bachelor’s Degree, Computer Science
Washington University in St. Louis 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Liberty High School - Youngstown, Ohio 1970 — 1973
High School
RBC Wealth Management October 1997 - Present
Banc One Investment Advisors May 1984 - October 1997
Education
Northwestern University 1973 — 1978
Bachelor’s Degree, Computer Science
Washington University in St. Louis 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Liberty High School - Youngstown, Ohio 1970 — 1973
High School
Michael Loeffler, CFA Michael Loeffler, CFA's Banc One Investment Advisors Experience April 2000 - August 2004
Job Portfolio Manager, Executive Director at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan August 2004 - Present
Banc One Investment Advisors April 2000 - August 2004
Banc One Investment Advisors January 1999 - April 2000
BISYS Fund Services September 1997 - January 1999
Skills
•Microsoft Office..., •Factset Research..., •Barra Aegis Risk..., •Thomson One, •Bloomberg, •Longview Trading..., Series 65, Series 3
Education
Ohio University 1993 — 1997
Bachelor's Degree, Finance
CWHS
J.P. Morgan August 2004 - Present
Banc One Investment Advisors April 2000 - August 2004
Banc One Investment Advisors January 1999 - April 2000
BISYS Fund Services September 1997 - January 1999
Skills
•Microsoft Office..., •Factset Research..., •Barra Aegis Risk..., •Thomson One, •Bloomberg, •Longview Trading..., Series 65, Series 3
Education
Ohio University 1993 — 1997
Bachelor's Degree, Finance
CWHS
Brian Jackman Brian Jackman's Banc One Investment Advisors Experience April 2002 - November 2003
Job Director, Chase Wealth Management
Industry Financial Services
Experience
JPMorgan Chase June 2009 - Present
JPMorgan Chase January 2006 - June 2009
Bright Trading March 2005 - February 2006
JPMorgan Chase November 2003 - March 2005
Banc One Investment Advisors April 2002 - November 2003
Banc One Securities Corporation 1998 - April 2002
Bank One 1994 - 1998
Prudential Financial 1990 - 1994
Skills
Equities, Trading, Options
Education
University of Virginia - Darden Graduate School of Business Administration
Executive Education, Leading Strategic Change
Capital University 1996 — 1998
MBA, Business Administration
Bowling Green State University 1986 — 1990
Bachelor of Science, Finance
JPMorgan Chase June 2009 - Present
JPMorgan Chase January 2006 - June 2009
Bright Trading March 2005 - February 2006
JPMorgan Chase November 2003 - March 2005
Banc One Investment Advisors April 2002 - November 2003
Banc One Securities Corporation 1998 - April 2002
Bank One 1994 - 1998
Prudential Financial 1990 - 1994
Skills
Equities, Trading, Options
Education
University of Virginia - Darden Graduate School of Business Administration
Executive Education, Leading Strategic Change
Capital University 1996 — 1998
MBA, Business Administration
Bowling Green State University 1986 — 1990
Bachelor of Science, Finance
Allan Westcott's Banc One Investment Advisors Experience May 1996 - August 1999
Job Vice President BB&T Retirement and Institutional Services
Industry Investment Management
Experience
BB&T Retirement and Institutional Services September 2013 - Present
Horizon Capital Partners May 2003 - Present
Manning & Napier Advisors March 2010 - September 2013
Provident Financial Advisers August 1999 - May 2003
Banc One Investment Advisors May 1996 - August 1999
NationsBank Trust and Investment Management 1989 - 1993
Skills
Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Training, Mergers & Acquisitions, Banking, Asset Management, Strategic Planning, Finance, Business Strategy, New Business Development, Alternative Investments, Asset Allocation, Mutual Funds, Business Development, Investment Management, Insurance, Hedge Funds, Equities, Strategy, Investment Advisory, Fixed Income, Wealth Management, Asset Managment, Series 7
Education
The Johns Hopkins University 1976 — 1980
BA, Humanities
BB&T Retirement and Institutional Services September 2013 - Present
Horizon Capital Partners May 2003 - Present
Manning & Napier Advisors March 2010 - September 2013
Provident Financial Advisers August 1999 - May 2003
Banc One Investment Advisors May 1996 - August 1999
NationsBank Trust and Investment Management 1989 - 1993
Skills
Investments, Management, Portfolio Management, Financial Analysis, Risk Management, Training, Mergers & Acquisitions, Banking, Asset Management, Strategic Planning, Finance, Business Strategy, New Business Development, Alternative Investments, Asset Allocation, Mutual Funds, Business Development, Investment Management, Insurance, Hedge Funds, Equities, Strategy, Investment Advisory, Fixed Income, Wealth Management, Asset Managment, Series 7
Education
The Johns Hopkins University 1976 — 1980
BA, Humanities
Chris Askeland Chris Askeland's Banc One Investment Advisors Experience 2001 - 2004
Job Financial Analyst | Modeling | Competitor & Trend Analysis | Corporate Strategy | Equity Research | Due Diligence
Industry Investment Management
Experience
ING Investment Management 2005 - Present
Banc One Investment Advisors 2001 - 2004
Skills
Financial Analysis, Financial Modeling, Competitor & Trend..., Equity Research, Equity Valuation, Portfolio Management, Business Model..., Strategic Plan Assesment, Investment Management, Effective Communication, Risk Management, Due Diligence, Equities, Asset Management
Education
Indiana University - Kelley School of Business
MBA Master of Business Administration, Finance
Michigan State University
BA Bachelor of Arts, Finance
ING Investment Management 2005 - Present
Banc One Investment Advisors 2001 - 2004
Skills
Financial Analysis, Financial Modeling, Competitor & Trend..., Equity Research, Equity Valuation, Portfolio Management, Business Model..., Strategic Plan Assesment, Investment Management, Effective Communication, Risk Management, Due Diligence, Equities, Asset Management
Education
Indiana University - Kelley School of Business
MBA Master of Business Administration, Finance
Michigan State University
BA Bachelor of Arts, Finance
william Norris william Norris's Banc One Investment Advisors Experience January 1999 - January 2005
Job Managing Director & Chief Investment Officer at The PrivateBank and Trust Company
Industry Banking
Experience
The PrivateBank and Trust Company December 2010 - Present
JPMorgan Chase January 2005 - December 2010
Banc One Investment Advisors January 1999 - January 2005
First Chicago NBD January 1996 - January 1999
Skills
Portfolio Management, Investment Strategies, Banking
Education
North Central College 1991 — 1996
Bachelor's degree, Finance with emphasis in economics
Southern Illinois University, Carbondale
The PrivateBank and Trust Company December 2010 - Present
JPMorgan Chase January 2005 - December 2010
Banc One Investment Advisors January 1999 - January 2005
First Chicago NBD January 1996 - January 1999
Skills
Portfolio Management, Investment Strategies, Banking
Education
North Central College 1991 — 1996
Bachelor's degree, Finance with emphasis in economics
Southern Illinois University, Carbondale
Rene Noel Rene Noel's Banc One Investment Advisors Experience 1999 - 2003
Job Retired Managing Director Fixed Income Risk Mgmt at JPMorgan Asset Mgmt
Industry Investment Management
Experience
JP Morgan Asset Management January 2004 - January 2015
Banc One Investment Advisors 1999 - 2003
Skills
Risk Management, Information Management, Fixed Income, Financial Risk, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Financial Services, Capital Markets, Finance, Bloomberg, Investment Management, Derivatives, Securities, Management, Mutual Funds, Asset Allocation
Education
The Ohio State University
Bachelor's Degree, Economics
The Ohio State University Fisher College of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
JP Morgan Asset Management January 2004 - January 2015
Banc One Investment Advisors 1999 - 2003
Skills
Risk Management, Information Management, Fixed Income, Financial Risk, Portfolio Management, Asset Management, Investments, Financial Modeling, Financial Analysis, Financial Services, Capital Markets, Finance, Bloomberg, Investment Management, Derivatives, Securities, Management, Mutual Funds, Asset Allocation
Education
The Ohio State University
Bachelor's Degree, Economics
The Ohio State University Fisher College of Business
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kurt Gusinde Kurt Gusinde's Banc One Investment Advisors Experience 2000 - 2004
Job Senior Vice President
Industry Financial Services
Experience
Exeter Financial 2009 - Present
Wells Fargo 2004 - 2009
Banc One Investment Advisors 2000 - 2004
Education
Oregon State University
BA, Finance
Thunderbird School of Global Management
MBA, International Finance
Exeter Financial 2009 - Present
Wells Fargo 2004 - 2009
Banc One Investment Advisors 2000 - 2004
Education
Oregon State University
BA, Finance
Thunderbird School of Global Management
MBA, International Finance
Bobbie MacKinley Bobbie MacKinley's Banc One Investment Advisors Experience May 1993 - March 1996
Job Managed Accounts Admin Specialist at USAA
Industry Investment Management
Experience
USAA August 2014 - Present
USAA June 2008 - August 2014
Banc One Investment Advisors May 1993 - March 1996
Valley National Bank of Arizona November 1977 - May 1993
Skills
Trust Services, Trust Accounting, Mutual Fund Accounting, Equity Trading, Mutual Funds, Investments, Accounting, Trading, Asset, Securities, Customer Relations, Bonds, Customer Service, Team Building, Banking, Compliance, Fixed Income, Asset Allocation
Education
University of Phoenix 1985 — 1987
BS, Business Administration
Boston College 1970 — 1971
N/A, Liberal Arts
Newton College of the Sacred Heart 1970 — 1971
N/A, Liberal Arts
Marymount Secondary School, Tarrytown, NY 1968 — 1970
HS, College Preparatory
Academy of the Sacred Heart of Mary 1967 — 1968
N/A, College Preparatory
St. Dunstan's Episcopal School 1966 — 1967
N/A, High School
Oakwood Elementary School 1958 — 1965
N/A, Primary Education
USAA August 2014 - Present
USAA June 2008 - August 2014
Banc One Investment Advisors May 1993 - March 1996
Valley National Bank of Arizona November 1977 - May 1993
Skills
Trust Services, Trust Accounting, Mutual Fund Accounting, Equity Trading, Mutual Funds, Investments, Accounting, Trading, Asset, Securities, Customer Relations, Bonds, Customer Service, Team Building, Banking, Compliance, Fixed Income, Asset Allocation
Education
University of Phoenix 1985 — 1987
BS, Business Administration
Boston College 1970 — 1971
N/A, Liberal Arts
Newton College of the Sacred Heart 1970 — 1971
N/A, Liberal Arts
Marymount Secondary School, Tarrytown, NY 1968 — 1970
HS, College Preparatory
Academy of the Sacred Heart of Mary 1967 — 1968
N/A, College Preparatory
St. Dunstan's Episcopal School 1966 — 1967
N/A, High School
Oakwood Elementary School 1958 — 1965
N/A, Primary Education
Daniel Mueller Daniel Mueller's Banc One Investment Advisors Experience 1995 - 2004
Job Principal at Harmon Worldwide
Industry Investment Management
Experience
Harmon Worldwide October 2010 - Present
Scottish Widows Investment Partnership, Edinburgh, UK - US$200B Inv Mgmt sub of Lloyds BG 2006 - 2010
JP Morgan Asset Management 2004 - 2006
Banc One Investment Advisors 1995 - 2004
Valley Youth Soccer League, AZ 1998 - 2003
Bankers Trust Co 1989 - 1995
Manufacturers Hanover Trust 1984 - 1989
Bankers Trust Co 1980 - 1984
Skills
Strategic Leadership, Team Building, Consultative Sales..., Equities, Investment Strategies, Institutional Investors, Global Investment..., Fixed Income, Investments, Investment Management, Mutual Funds, Portfolio Management, Private Equity, Asset Managment, Institutional..., Asset Management, Securities, Emerging Markets, Asset Allocation, Equity Research, Alternative Investments, Investment Banking, Hedge Funds, Finance, Strategy, Start-ups, Wealth Management, Bloomberg, Capital Markets, Relationship Management, Valuation, Financial Markets, Derivatives, Equity Trading, Structured Products, Structured Finance, Fund Of Funds, Financial Services, Pension Funds, Equity Derivatives, ETFs, Trading, Private Banking, Investment Advisory, Series 7, Pensions, Credit Derivatives, Funding, Options, Management
Education
Columbia University - Columbia Business School
Financial Management Program
New York Institute of Technology
BS, Business and Social Sciences
Nyack College
WWHS, MJHS, PHES
Harmon Worldwide October 2010 - Present
Scottish Widows Investment Partnership, Edinburgh, UK - US$200B Inv Mgmt sub of Lloyds BG 2006 - 2010
JP Morgan Asset Management 2004 - 2006
Banc One Investment Advisors 1995 - 2004
Valley Youth Soccer League, AZ 1998 - 2003
Bankers Trust Co 1989 - 1995
Manufacturers Hanover Trust 1984 - 1989
Bankers Trust Co 1980 - 1984
Skills
Strategic Leadership, Team Building, Consultative Sales..., Equities, Investment Strategies, Institutional Investors, Global Investment..., Fixed Income, Investments, Investment Management, Mutual Funds, Portfolio Management, Private Equity, Asset Managment, Institutional..., Asset Management, Securities, Emerging Markets, Asset Allocation, Equity Research, Alternative Investments, Investment Banking, Hedge Funds, Finance, Strategy, Start-ups, Wealth Management, Bloomberg, Capital Markets, Relationship Management, Valuation, Financial Markets, Derivatives, Equity Trading, Structured Products, Structured Finance, Fund Of Funds, Financial Services, Pension Funds, Equity Derivatives, ETFs, Trading, Private Banking, Investment Advisory, Series 7, Pensions, Credit Derivatives, Funding, Options, Management
Education
Columbia University - Columbia Business School
Financial Management Program
New York Institute of Technology
BS, Business and Social Sciences
Nyack College
WWHS, MJHS, PHES
Susan Zeeb's Banc One Investment Advisors Experience October 1986 - June 1997
Job Senior Equity Analyst at BRC Investment Management LLC
Industry Investment Management
Experience
BRC Investment Management LLC May 2005 - Present
Duff & Phelps Investment Management February 2000 - May 2005
Northern Trust June 1997 - February 2000
Banc One Investment Advisors October 1986 - June 1997
Skills
Equities, Investment Advisory, Wealth Management, Securities, Economics, Financial Markets, Stock Picking
Education
Keller Graduate School of Management of DeVry University 1986 — 1991
MBA
Valparaiso University 1982 — 1986
B.S., Business, Economics
BRC Investment Management LLC May 2005 - Present
Duff & Phelps Investment Management February 2000 - May 2005
Northern Trust June 1997 - February 2000
Banc One Investment Advisors October 1986 - June 1997
Skills
Equities, Investment Advisory, Wealth Management, Securities, Economics, Financial Markets, Stock Picking
Education
Keller Graduate School of Management of DeVry University 1986 — 1991
MBA
Valparaiso University 1982 — 1986
B.S., Business, Economics
Tim Drake's Banc One Investment Advisors Experience October 1992 - April 2003
Job Portfolio Manager at State Teachers Retirement System of Ohio
Industry Investment Management
Experience
The State Teachers Retirement System of Ohio (STRS Ohio) June 2008 - Present
State Teachers Retirement Sytem of Ohio May 2005 - June 2008
JP Morgan Chase (Banc One Investment Advisors April 2003 - September 2004
Banc One Investment Advisors October 1992 - April 2003
McDonald & Company 1985 - 1989
Roulston & Company 1977 - 1985
Skills
Mutual Funds, Equity Research, Asset Allocation, Financial Modeling, Asset Management, Finance, Investments, Portfolio Management, Securities, Hedge Funds, Equities, Private Equity, Investment Strategies, Investment Management, Asset Managment, Alternative Investments, Bloomberg
Education
Northwestern University - Kellogg School of Management 1974 — 1976
Ohio Wesleyan University 1970 — 1974
BA, Mathmatics & Economics
The State Teachers Retirement System of Ohio (STRS Ohio) June 2008 - Present
State Teachers Retirement Sytem of Ohio May 2005 - June 2008
JP Morgan Chase (Banc One Investment Advisors April 2003 - September 2004
Banc One Investment Advisors October 1992 - April 2003
McDonald & Company 1985 - 1989
Roulston & Company 1977 - 1985
Skills
Mutual Funds, Equity Research, Asset Allocation, Financial Modeling, Asset Management, Finance, Investments, Portfolio Management, Securities, Hedge Funds, Equities, Private Equity, Investment Strategies, Investment Management, Asset Managment, Alternative Investments, Bloomberg
Education
Northwestern University - Kellogg School of Management 1974 — 1976
Ohio Wesleyan University 1970 — 1974
BA, Mathmatics & Economics
John Abunassar's Banc One Investment Advisors Experience 1992 - 2003
Job Head of NA Business Development & Hedge Fund Strategies at William Blair & Company
Industry Investment Management
Experience
William Blair & Company April 2011 - Present
Guidance Capital LLC November 2009 - April 2011
Allegiant Asset Management July 2004 - October 2009
Banc One Investment Advisors 1992 - 2003
Education
Keller Graduate School of Management of DeVry University 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College 1985 — 1989
BA, Business
William Blair & Company April 2011 - Present
Guidance Capital LLC November 2009 - April 2011
Allegiant Asset Management July 2004 - October 2009
Banc One Investment Advisors 1992 - 2003
Education
Keller Graduate School of Management of DeVry University 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College 1985 — 1989
BA, Business
Dan Yokum's Banc One Investment Advisors Experience 1999 - 2003
Job Vice President, Strategic Planning at Big Lots Stores
Industry Retail
Experience
Big Lots Stores March 2015 - Present
Big Lots Stores March 2007 - March 2015
Big Lots Stores July 2003 - March 2007
Banc One Investment Advisors 1999 - 2003
KPMG 1991 - 1994
Skills
Financial Analysis, Budgeting, Strategic Planning, Financial Planning, Forecasting, Process Improvement, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Retail, Business Strategy, Problem Solving, Analysis, Business Planning, Excel, Data Analysis, Access, PowerPoint, Financial Management, Planning, Financial Accounting, Auditing, Budgets, Strategy, Leadership, Pricing, Competitive Analysis, Cross-functional Team...
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BS, Accounting & Finance
Big Lots Stores March 2015 - Present
Big Lots Stores March 2007 - March 2015
Big Lots Stores July 2003 - March 2007
Banc One Investment Advisors 1999 - 2003
KPMG 1991 - 1994
Skills
Financial Analysis, Budgeting, Strategic Planning, Financial Planning, Forecasting, Process Improvement, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Retail, Business Strategy, Problem Solving, Analysis, Business Planning, Excel, Data Analysis, Access, PowerPoint, Financial Management, Planning, Financial Accounting, Auditing, Budgets, Strategy, Leadership, Pricing, Competitive Analysis, Cross-functional Team...
Education
The Ohio State University Fisher College of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BS, Accounting & Finance
Dave Kundert's Banc One Investment Advisors Experience 1992 - 2004
Job Independent Investment Management Professional
Industry Investment Management
Experience
Bank One Corporation September 1995 - June 2004
JP Morgan Chase (nee Banc One) 2004 - 2004
Bank One Investment Management Group September 1995 - 2004
Bank One Investment Advisors Corp 1992 - 2004
Banc One Investment Advisors 1992 - 2004
JPMorgan Chase 1971 - 2004
Skills
Leadership, Asset Management, Securities, Wealth Management, Investments, Banking, Portfolio Management, Investment Management, Asset Allocation, Series 7, Asset Managment, Investment Strategies, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds
Education
Valparaiso University School of Law 1965 — 1967
J.D., Law
Luther College 1960 — 1964
B.A., Speech, Political Science
Bank One Corporation September 1995 - June 2004
JP Morgan Chase (nee Banc One) 2004 - 2004
Bank One Investment Management Group September 1995 - 2004
Bank One Investment Advisors Corp 1992 - 2004
Banc One Investment Advisors 1992 - 2004
JPMorgan Chase 1971 - 2004
Skills
Leadership, Asset Management, Securities, Wealth Management, Investments, Banking, Portfolio Management, Investment Management, Asset Allocation, Series 7, Asset Managment, Investment Strategies, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds
Education
Valparaiso University School of Law 1965 — 1967
J.D., Law
Luther College 1960 — 1964
B.A., Speech, Political Science
Mark Pellegrino's Banc One Investment Advisors Experience 1989 - 2000
Job President at Rainier Group Investment Advisory
Industry Investment Management
Experience
Rainier Group Investment Advisory January 2006 - Present
Banc One Investment Advisors 1989 - 2000
Skills
Investments, Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Asset Allocation, Investment Strategies, Private Equity, Equities, Wealth Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds, Venture Capital
Education
Texas Christian University 1975 — 1980
Bachelor of Business Administration (BBA)
University of Virginia - Darden Graduate School of Business Administration
Leading Strategic Change
Rainier Group Investment Advisory January 2006 - Present
Banc One Investment Advisors 1989 - 2000
Skills
Investments, Alternative Investments, Asset Managment, Portfolio Management, Hedge Funds, Asset Allocation, Investment Strategies, Private Equity, Equities, Wealth Management, Investment Management, Investment Advisory, Fixed Income, Mutual Funds, Venture Capital
Education
Texas Christian University 1975 — 1980
Bachelor of Business Administration (BBA)
University of Virginia - Darden Graduate School of Business Administration
Leading Strategic Change
Angela Neumann's Banc One Investment Advisors Experience March 1998 - November 2000
Job Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank November 2014 - Present
JP Morgan July 2010 - October 2014
Life & Money Matters, LLC March 2007 - July 2010
TIAA-CREF April 2005 - November 2006
TIAA-CREF November 2000 - April 2005
Banc One Investment Advisors March 1998 - November 2000
Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning
Education
College for Financial Planning 2004 — 2009
Masters, Personal Financial Planning
Central Michigan University 1992 — 1996
Bachelor, Finance, Economics
Fifth Third Private Bank November 2014 - Present
JP Morgan July 2010 - October 2014
Life & Money Matters, LLC March 2007 - July 2010
TIAA-CREF April 2005 - November 2006
TIAA-CREF November 2000 - April 2005
Banc One Investment Advisors March 1998 - November 2000
Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning
Education
College for Financial Planning 2004 — 2009
Masters, Personal Financial Planning
Central Michigan University 1992 — 1996
Bachelor, Finance, Economics
Diane Armstrong CPA, CFP®'s Banc One Investment Advisors Experience 1998 - 2000
Job Armstrong Financial Services, LLC
Industry Financial Services
Experience
Armstrong Financial Services November 2012 - Present
WealthStone July 2008 - November 2012
King Dodson Armstrong Financial Advisors Inc. August 2003 - July 2008
Hamilton Capital Management April 2000 - August 2003
Banc One Investment Advisors 1998 - 2000
Banc One Investment Advisors 1996 - 1998
Bank One Trust Company 1992 - 1996
Banc One Corporation 1986 - 1992
Education
Capital University 1994 — 1996
Certified Financial Planner Professional Education Program
The Ohio State University 1982 — 1986
Bachelor of Science, Accounting/Finance
Armstrong Financial Services November 2012 - Present
WealthStone July 2008 - November 2012
King Dodson Armstrong Financial Advisors Inc. August 2003 - July 2008
Hamilton Capital Management April 2000 - August 2003
Banc One Investment Advisors 1998 - 2000
Banc One Investment Advisors 1996 - 1998
Bank One Trust Company 1992 - 1996
Banc One Corporation 1986 - 1992
Education
Capital University 1994 — 1996
Certified Financial Planner Professional Education Program
The Ohio State University 1982 — 1986
Bachelor of Science, Accounting/Finance
Stacia Welt's Banc One Investment Advisors Experience 1997 - 1998
Job Senior Relationship Manager at PNC Wealth Management
Industry Investment Banking
Experience
PNC October 2014 - Present
J.P. Morgan Asset Management April 2011 - October 2014
J.P. Morgan Asset Management May 2008 - April 2011
J.P. Morgan Asset Management 2000 - 2008
Banc One Securities 1998 - 2000
Banc One Investment Advisors 1997 - 1998
Bank One 1995 - 1997
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (B.S.), Management and Marketing
Franklin Central
Nativity
PNC October 2014 - Present
J.P. Morgan Asset Management April 2011 - October 2014
J.P. Morgan Asset Management May 2008 - April 2011
J.P. Morgan Asset Management 2000 - 2008
Banc One Securities 1998 - 2000
Banc One Investment Advisors 1997 - 1998
Bank One 1995 - 1997
Education
Indiana University - Kelley School of Business 1990 — 1994
Bachelor of Science (B.S.), Management and Marketing
Franklin Central
Nativity
Paul Pasicznyk's Banc One Investment Advisors Experience 1991 - 1998
Job Head of Institutional at Victory Capital
Industry Investment Management
Experience
Victory Capital Management September 1997 - Present
Banc One Investment Advisors 1991 - 1998
Skills
Product Management, Asset Allocation, Investment Management, Asset Managment, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Fixed Income, Asset Management, Equities, Alternative Investments
Education
Carnegie Mellon University 1981 — 1986
Bachelor of Science and Master of Science, Policy Analysis and Finance
Victory Capital Management September 1997 - Present
Banc One Investment Advisors 1991 - 1998
Skills
Product Management, Asset Allocation, Investment Management, Asset Managment, Hedge Funds, Investment Strategies, Investments, Mutual Funds, Fixed Income, Asset Management, Equities, Alternative Investments
Education
Carnegie Mellon University 1981 — 1986
Bachelor of Science and Master of Science, Policy Analysis and Finance
Glenn Dellinger, CFA's Banc One Investment Advisors Experience 1994 - 1997
Job Corporate Credit Analyst at SunTrust Bank Wealth and Investment Management
Industry Investment Management
Experience
SunTrust Bank Wealth and Investment Management April 2013 - Present
Commonweatlh of Virginia Treasury Department August 2010 - April 2013
Columbia Management Group September 2004 - September 2008
Bank of America Capital Management December 1997 - August 2004
Banc One Investment Advisors 1994 - 1997
Lincoln National Investment Management 1980 - 1991
Skills
Portfolio Management, Investments, Bonds, Credit, Trading, Municipal, Fixed Income, Credit Analysis, Municipalities, Securities, Insurance, Wealth Management, Financial Analysis, Asset Management, Investment Management, Financial Risk, Bloomberg, ABS, Capital Markets, Structured Finance, Credit Risk, Mutual Funds
Education
Indiana University - Kelley School of Business 1979 — 1980
MBA, Finance/Banking
Indiana University Bloomington 1974 — 1978
BA, Botany and Chemistry
Sweet Home High School
SunTrust Bank Wealth and Investment Management April 2013 - Present
Commonweatlh of Virginia Treasury Department August 2010 - April 2013
Columbia Management Group September 2004 - September 2008
Bank of America Capital Management December 1997 - August 2004
Banc One Investment Advisors 1994 - 1997
Lincoln National Investment Management 1980 - 1991
Skills
Portfolio Management, Investments, Bonds, Credit, Trading, Municipal, Fixed Income, Credit Analysis, Municipalities, Securities, Insurance, Wealth Management, Financial Analysis, Asset Management, Investment Management, Financial Risk, Bloomberg, ABS, Capital Markets, Structured Finance, Credit Risk, Mutual Funds
Education
Indiana University - Kelley School of Business 1979 — 1980
MBA, Finance/Banking
Indiana University Bloomington 1974 — 1978
BA, Botany and Chemistry
Sweet Home High School
D. Scott Yuschak's Banc One Investment Advisors Experience 2001 - 2004
Job Equity Research Analyst at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank November 2010 - Present
StableRiver Capital Management September 2008 - November 2010
Trusco Capital Management February 2005 - September 2008
Banc One Investment Advisors 2001 - 2004
PERS of Ohio 1998 - 2000
Hourglass Capital Management 1996 - 1998
Hourglass Capital Management 1996 - 1998
Hourglass Capital Management 1996 - 1998
Skills
Equities, Alternative Investments, Investments, Portfolio Management, Asset Management, Credit, Financial Modeling, Fixed Income, Financial Analysis, Equity Research, Bloomberg, Asset Allocation, Investment Management, Valuation, Investment Strategies
Education
The Ohio State University Fisher College of Business 1988 — 1996
BSBA/MBA, Accounting Finance
SunTrust Bank November 2010 - Present
StableRiver Capital Management September 2008 - November 2010
Trusco Capital Management February 2005 - September 2008
Banc One Investment Advisors 2001 - 2004
PERS of Ohio 1998 - 2000
Hourglass Capital Management 1996 - 1998
Hourglass Capital Management 1996 - 1998
Hourglass Capital Management 1996 - 1998
Skills
Equities, Alternative Investments, Investments, Portfolio Management, Asset Management, Credit, Financial Modeling, Fixed Income, Financial Analysis, Equity Research, Bloomberg, Asset Allocation, Investment Management, Valuation, Investment Strategies
Education
The Ohio State University Fisher College of Business 1988 — 1996
BSBA/MBA, Accounting Finance
Sandra Schimek's Banc One Investment Advisors Experience September 1986 - April 1999
Job Adjunct Instructor Business Management at Century College
Industry Higher Education
Experience
Century College July 2014 - Present
The College of St. Scholastica September 2011 - Present
St. Cloud Technical College August 2011 - Present
Rasmussen College October 2009 - August 2011
Tax Solutions, Inc. January 2008 - April 2011
Primal Fitness, LLC April 2003 - May 2008
Bremer Trust Company April 1999 - April 2003
Banc One Investment Advisors September 1986 - April 1999
Skills
Teaching, Research, Small Business, Organizational..., Mentoring, Public Speaking, Organizational..., Leadership Development, Financial Planning, Strategic Planning, Supervisory Skills, Team Building, Analysis, Staff Development, Administration, PowerPoint, Budgeting, Excel, Business Strategy, Proposal Writing, Quickbooks, Word, Student Affairs
Education
Marquette University 1984 — 1986
MBA, Business with emphasis in finance courses
Yale University School of Music 1977 — 1979
Masters of Music, Performance - Double Bass
University of Wisconsin - Milwaukee 1973 — 1977
BA of Fine Arts, Applied Music - Double Bass
Century College July 2014 - Present
The College of St. Scholastica September 2011 - Present
St. Cloud Technical College August 2011 - Present
Rasmussen College October 2009 - August 2011
Tax Solutions, Inc. January 2008 - April 2011
Primal Fitness, LLC April 2003 - May 2008
Bremer Trust Company April 1999 - April 2003
Banc One Investment Advisors September 1986 - April 1999
Skills
Teaching, Research, Small Business, Organizational..., Mentoring, Public Speaking, Organizational..., Leadership Development, Financial Planning, Strategic Planning, Supervisory Skills, Team Building, Analysis, Staff Development, Administration, PowerPoint, Budgeting, Excel, Business Strategy, Proposal Writing, Quickbooks, Word, Student Affairs
Education
Marquette University 1984 — 1986
MBA, Business with emphasis in finance courses
Yale University School of Music 1977 — 1979
Masters of Music, Performance - Double Bass
University of Wisconsin - Milwaukee 1973 — 1977
BA of Fine Arts, Applied Music - Double Bass
Carol Miller, CFA's Banc One Investment Advisors Experience April 2003 - September 2004
Job Retired
Industry Research
Experience
Home Office May 2011 - Present
Federated Investors December 2005 - April 2011
Banc One Investment Advisors April 2003 - September 2004
Skills
Equities, Asset Management, Investments, Valuation, Bloomberg
Education
The Ohio State University 1979 — 1982
MBA, Finance
The Ohio State University 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Home Office May 2011 - Present
Federated Investors December 2005 - April 2011
Banc One Investment Advisors April 2003 - September 2004
Skills
Equities, Asset Management, Investments, Valuation, Bloomberg
Education
The Ohio State University 1979 — 1982
MBA, Finance
The Ohio State University 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Anthony Buzzelli,CFA's Banc One Investment Advisors Experience January 2002 - June 2004
Job Institutional Client Advisor at PNC
Industry Investment Management
Experience
PNC August 2014 - Present
JPMorgan Asset Management June 2004 - June 2011
Banc One Investment Advisors January 2002 - June 2004
Banc One Investment Advisors February 2000 - January 2002
Skills
Investment Strategies, Asset Allocation, Client Service, Business Development, Portfolio Management
Education
Oakland University
Bachelor of Science, Finance
PNC August 2014 - Present
JPMorgan Asset Management June 2004 - June 2011
Banc One Investment Advisors January 2002 - June 2004
Banc One Investment Advisors February 2000 - January 2002
Skills
Investment Strategies, Asset Allocation, Client Service, Business Development, Portfolio Management
Education
Oakland University
Bachelor of Science, Finance
Merle Bowling's Banc One Investment Advisors Experience May 1998 - January 2000
Job Market Sales Director at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management March 2014 - Present
PNC Wealth Management June 2012 - March 2014
JPMorgan Chase 2009 - 2012
JP Morgan Asset Managment January 2005 - October 2009
JPMorgan Asset Management January 2000 - January 2005
Banc One Investment Advisors May 1998 - January 2000
Skills
Engaging Public Speaker, Sales Management, Training, Sales Presentations, Sales Process, Investments, Strategy, Entrepreneurship, CRM, Management, Retirement, Mutual Funds, Strategic Financial..., Wealth Management...
Education
Antioch University
B.A., Business, Management, Marketing, and Related Support Services
PNC Wealth Management March 2014 - Present
PNC Wealth Management June 2012 - March 2014
JPMorgan Chase 2009 - 2012
JP Morgan Asset Managment January 2005 - October 2009
JPMorgan Asset Management January 2000 - January 2005
Banc One Investment Advisors May 1998 - January 2000
Skills
Engaging Public Speaker, Sales Management, Training, Sales Presentations, Sales Process, Investments, Strategy, Entrepreneurship, CRM, Management, Retirement, Mutual Funds, Strategic Financial..., Wealth Management...
Education
Antioch University
B.A., Business, Management, Marketing, and Related Support Services
Martin Wisniowski's Banc One Investment Advisors Experience January 1995 - July 2001
Job Client Reporting Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Banc One Investment Advisors January 1995 - July 2001
Bank One Trust Compavy, N.A. December 1987 - December 1994
Skills
Performance Measurement..., Portfolio Management, Customer Support
Education
Indiana University of Pennsylvania 1980 — 1982
Bachelor of Science (B.S.), Accounting
La Roche College 1978 — 1980
N/A, Accounting
Morgan Stanley Wealth Management January 2012 - Present
Banc One Investment Advisors January 1995 - July 2001
Bank One Trust Compavy, N.A. December 1987 - December 1994
Skills
Performance Measurement..., Portfolio Management, Customer Support
Education
Indiana University of Pennsylvania 1980 — 1982
Bachelor of Science (B.S.), Accounting
La Roche College 1978 — 1980
N/A, Accounting